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  2. SFR3 OPERATOR LLC
Sponsor portfolio

SFR3 OPERATOR LLC

EIN 82-5212524-Real Estate and Rental and Leasing-Latest filing 2025
Plans
2
Retirement
1
$774K assets
Welfare
1
$321K premiums
Participants
186
228 PARK AVE S PMB 73833 - NEW YORK, NY 10003415-518-0707
Plans on this EIN
2 filings
#001401k-$774K - 2 part#501Mixed-$321K - 332 lives

Benefits portfolio analytics

1 plan / $321K premiums / 332 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Dental$321K
  • Vision$321K
  • Life$321K
  • Short-term disability$321K
  • Other$321K
Total $321K5 rows

Carrier market share

Premium dollars by Schedule A carrier

Bundled
100%top
  • PRINCIPAL LIFE INSURANCE COMPANY100%
Total $321K1 slice

Broker market share

Schedule A broker compensation

Split broker
50%top
  • ACRISURE LLC50%
  • ALLIANT INSURANCE SERVICES, INC.29%
  • PROFESSIONAL GROUP PLANS INC21%
  • GA SOLUTIONS LLC0%
Total $85K4 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

SFR3 OPERATOR 401(K) PLAN

401k

Assets$774K
Participants2
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

SFR3 LLC HEALTH AND WELFARE PLAN

Mixed - PRINCIPAL LIFE INSURANCE COMPANY

Premiums$321K
Covered lives332
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001SFR3 OPERATOR 401(K) PLAN401k$774K22025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501SFR3 LLC HEALTH AND WELFARE PLANMixedPRINCIPAL LIFE INSURANCE COMPANY$321K3322025
Retirement plans
Welfare plans
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